Vizance, Inc.'s EIN is 39-1309381.
Download the official 2024 Form 5500 (PDF) for Vizance, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Vizance, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $72K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COTA STREET INVESTMENT MANAGEMENT | — | SANTA BARBARA, CA | INVESTMENT MGMT |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Empower Large Cap Growth Instl | Other securities | — | — | $1.9M | 9.2% | |
| Putnam Dynamic Asset Alloc Growth R6 | Mutual Funds | — | — | $1.7M | 8.1% | |
| COTA STREET MANAGED EQUITY ACCUMULA GREAT GRAY · EIN 38-4116858 / PN 523 | Common Collective Trust | — | — | $1.5M | 7.5% | |
| NUVEEN LIFCYCLE INDEX 2045 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $1.4M | 6.8% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $1.4M | 6.6% | |
| COTA STREET MANAGED BLEND DECUMULAT GREAT GRAY · EIN 38-4116858 / PN 527 | Common Collective Trust | — | — | $941K | 4.6% | |
| NUVEEN LIFCYCLE INDEX 2030 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $902K | 4.4% | |
| Fidelity Advisor Total Bonds Z | Mutual Funds | — | — | $847K | 4.1% | |
| Cota Street Managed Blend Accumulation I | Common Collective Trusts | — | — | $743K | 3.6% | |
| COTA STREET MANAGED BLEND ACCUMULAT GREAT GRAY · EIN 38-4116858 / PN 524 | Common Collective Trust | — | — | $743K | 3.6% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $725K | 3.5% | |
| Vanguard Information Technology IDX ADM | Common Collective Trusts | — | — | $656K | 3.2% | |
| COTA STREET MANAGED EQUITY DECUMULA GREAT GRAY · EIN 38-4116858 / PN 526 | Common Collective Trust | — | — | $650K | 3.2% | |
| NUVEEN LIFCYCLE INDEX 2055 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $648K | 3.1% | |
| Key Guaranteed Portfolio Fund Interest Rate 1.45 | Other securities | — | $5K | $605K | 2.9% | |
| Empower International Value Instl | Other securities | — | — | $582K | 2.8% | |
| NUVEEN LIFECYCLE INDEX RETIREMENT SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $553K | 2.7% | |
| MFS International Growth R6 | Mutual Funds | — | — | $548K | 2.7% | |
| NUVEEN LIFCYCLE INDEX 2050 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $545K | 2.6% | |
| Putnam Dynamic Asset Allocation Bal R6 | Mutual Funds | — | — | $497K | 2.4% | |
| MFS Mid Cap Growth R6 | Mutual Funds | — | — | $485K | 2.4% | |
| NUVEEN LIFCYCLE INDEX 2035 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $476K | 2.3% | |
| PIMCO Income Instl | Mutual Funds | — | — | $388K | 1.9% | |
| Franklin Small Growth R6 | Mutual Funds | — | — | $331K | 1.6% | |
| Putnam Large Cap Value R6 | Mutual Funds | — | — | $306K | 1.5% | |
| American Funds New World R6 | Mutual Funds | — | — | $282K | 1.4% | |
| NUVEEN LIFCYCLE INDEX 2025 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $280K | 1.4% | |
| NUVEEN LIFCYCLE INDEX 2060 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $233K | 1.1% | |
| American Century Mid Cap Value R6 | Mutual Funds | — | — | $194K | 0.9% | |
| Empower Annuity Insurance Comp Participant Loans Various Int | Participant loans | — | — | $165K | 0.8% | |
| Interest rates range from 4.25% to 9.50% -0- | Bonds / Notes | — | — | $165K | 0.8% | |
| NUVEEN LIFCYCLE INDEX 2040 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $154K | 0.7% | |
| MFS Global Real Estate R6 | Mutual Funds | — | — | $105K | 0.5% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $92K | 0.4% | |
| Franklin Small Cap Value R6 | Mutual Funds | — | — | $89K | 0.4% | |
| Putnam Dynamic Asset Allocation Con R6 | Mutual Funds | — | — | $78K | 0.4% | |
| BlackRock Health Sciences Opps K | Other securities | — | — | $43K | 0.2% | |
| PGIM High-Yield R6 | Other securities | — | — | $38K | 0.2% | |
| NUVEEN LIFCYCLE INDEX 2020 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $35K | 0.2% | |
| Key Guaranteed Portfolio Fund | Other securities | — | — | $32K | 0.2% | |
| COTA STREET MANAGED FIXED INCOME DE GREAT GRAY · EIN 38-4116858 / PN 528 | Common Collective Trust | — | — | $20K | <0.1% | |
| PGIM Jennison Utility R6 | Other securities | — | — | $16K | <0.1% | |
| Fidelity Global Ex Us Index | Mutual Funds | — | — | $10K | <0.1% | |
| COTA STREET MANAGED FIXED INCOME AC GREAT GRAY · EIN 38-4116858 / PN 525 | Common Collective Trust | — | — | $8K | <0.1% | |
| NUVEEN LIFCYCLE INDEX 2065 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $6K | <0.1% | |
| Fidelity Us Bond Index | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $9K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS, LLC | — | SANTA BARBARA, CA | INVESTMENT ADVISOR | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH | — | JERSEY CITY, NJ | BROKER/ADVISE R | $0 | — |
| WOODBURY FINANCIAL SERVICES INC | — | OAKDALE, MN | BROKER/ADVISO R | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE CHIP RETIREMENT PLANS INC. | — | MILWAUKEE, WI | CONTRACT ADMIN | $2K | — |
